401(k) · DOL Form 5500 · 2024
New Balance Athletics, Inc. 401(k) Plan
Data updated 2026-08-25
- $493M
- Total assets Above avg plan size
- 4,303
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $114,528
- Avg per participant Below avg balance/head
Official DOL plan name: New Balance Athletics Employee Savings and Security Plan · Sponsored by New Balance Athletics, Inc. · Massachusetts · Manufacturing
$493M in assets, 4,303 participants
New Balance Athletics, Inc.'s New Balance Athletics Employee Savings and Security Plan reported $493M in total assets and 4,303 participants in its 2024 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,978 in Manufacturing (17,777 peers)
Coverage in Massachusetts
New Balance Athletics Employee Savings and Security Plan covers 4,303 participants in Massachusetts, 6.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $493M.
- #16,978
- in Manufacturing (17,777 peers)
- +16.2%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
New Balance Athletics Employee Savings and Security Plan's outsized position by total assets
New Balance Athletics Employee Savings and Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$492,815,447 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
New Balance Athletics Employee Savings and Security Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Balance Athletics Employee Savings and Security Plan lands in the large band (4,303 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Balance Athletics Employee Savings and Security Plan reported participants rose from 3,685 in the plan year 2023 filing to 4,303 in the plan year 2024 filing.
- New Balance Athletics Employee Savings and Security Plan end-of-year assets rose from $424M in the plan year 2023 filing to $493M in the plan year 2024 filing.
- New Balance Athletics Employee Savings and Security Plan reported net income fell from $75M in the plan year 2023 filing to $69M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042460172 · New Balance Athletics, Inc. PY 2024 · 401(k)
New Balance Athletics Employee Savings and Security Plan · $493M · 4,303 · 97th
- VS-ST $493M
- BOY 4,303
- SCH 97th
- EBSA 401(k)
- PART near Brasfield & Gorrie 401(k) Plan
- TYPE ind #16978
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Massachusetts →
New Balance Athletics Employee Savings and Security Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $424M |
|---|---|
| Net Assets (End of Year) | $493M |
| Net Income | $69M |
| Employer EIN | 042460172 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Balance Athletics, Inc.)
Sponsor-wide plan assets over time
All New Balance Athletics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $493M 41.09026714719223% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,012 | $349M |
| 2023 | 1 | 3,685 | $424M |
| 2024 | 1 | 4,303 | $493M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
New Balance Athletics Employee Savings and Security Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Brasfield & Gorrie 401(k) Plan in AL ($493M); by covered participants it is Empire Retirement Savings Plan in AZ (4,303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($493M here).
- Brasfield & Gorrie 401(k) Plan (AL) $493M · 3,656
- Retirement Plan for Employees of Scotiabank U. S. 401(k) () $493M · 1,430
- Vitas Healthcare Corporation 401(k) Plan (FL) $493M · 10,153
- Lineage Logistics 401(k) Plan (MI) $493M · 8,546
Similar participant headcount
Nearest other-state filings by covered participants (4,303 participants); asset peers above are excluded.
- Empire Retirement Savings Plan (AZ) 4,303 · 0 off
- Mashantucket Pequot Tribe 401(k) Retirement Plan (CT) 4,304 · 1 off
- Chuy's Opco, Inc. 401(k) Plan (TX) 4,302 · 1 off
- Championx 401(k) Plan (TX) 4,304 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.